Mad Money w/ Jim Cramer 10/2/26
- 29,000 September jobs eased rate-hike fears; G7 releasing 100 million barrels capped oil's rally
- PepsiCo called uninvestable into Thursday earnings: down 12% this year while Coca-Cola is up 22.5%
- Nvidia compute scarcity framed as the real money-maker behind data center and Starlink demand
- Caller verdicts on Applied Materials, Simon Property Group, Goldman Sachs and Duke Energy at a 3.8% yield
A 4.7% PepsiCo yield loses to the 10-year, so any bounce off Thursday's earnings report is just a trade. Cramer stays long AI compute while telling snack and beer holders the consumer shift is structural.